Sankaran Naren's Top Long-Term Investing SECRETS Revealed | Sonia Shenoy Podcast

On this episode of The Money Mindset, we have someone who is a legend in the mutual fund industry, Sankaran Naren is the CIO of ICICI prudential, who manages almost 11 lakh crores of public money and has been a part of the mutual fund industry for over 3 decades.

He is well known in market circles to be a contrarion investor, someone who swims against the tide.
On this episode, we spoke about lessons from his mentors like Howard Marks, Michael Mobussin and Peter Lynch.

He is known for his strong emphasis on valuation discipline, risk management and multi-asset investing, and for being willing to go against the consensus when markets are driven more by narratives than fundamentals.

What stands out in his approach is the balance between conviction and humility, an understanding that while markets can’t be predicted, being prepared and positioned correctly has repeatedly mattered for long-term outcomes.

on this episode, we drew on that experience to discuss how investors can think about long-term investing, behavior, asset allocation, and building portfolios that are designed to endure uncertainty rather than chase short-term returns.

0:00 Intro
2:39 Vulnerable market?
4:00 Headed for protracted bear market?
10:34 Market cycle pendulum?
12:55 Sectoral bias?
17:05 Contrarian investing
21:51 Silver's Euphoria
23:34 Macro trends India
28:04 Investments & learnings
31:58 Study market cycle
39:00 Stock adjustments?
41:04 Behavioral mistakes
44:40 When to sell?
46:46 Dealing with pressure
50:10 Portfolio management
52:14 Michael Mobussin's learnings
56:27 S. Naren's Journey
58:23 Multi assets
59:12 Mindset changes

About the Money Mindset Podcast
Hosted by Sonia Shenoy, Money Mindset is a podcast that brings together top investors, business leaders, and financial experts to decode wealth-building strategies, investment philosophies, and money management tips. Whether you're an aspiring investor, a finance professional, or someone looking to gain insights from market veterans, Money Mindset offers engaging, insightful, and practical conversations to help you make informed financial decisions.

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